Contacts - Actions

This article will go over the actions you can perform for your contacts. Using the Bulk Actions option, you can assign different actions for a single or multiple contacts.

Table of Contents

• Requirements
• Select Contacts
• Create Enrollment
• Export
• Run Workflow
• Tag
• Unsubscribe Contacts

Requirements

• An active ClickFunnels 2.0 account
• Existing Contacts

Select Contacts

1. Click Customers from the left-hand main menu.
   

2. Click on Contacts.
   

3. Select the Contacts you want to edit.
   

4. If you select a single contact, click on Actions.
   

5. If you select more than one contact, click on Bulk Actions.
   

6. These are the available Actions:
   

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Create Enrollment

You can manually enroll your contacts into an existing course using this option.

1. Click on Create Enrollment.

2. If you want to enroll the contact immediately, select the course and click Save.
   

3. To Schedule the enrollment, check the checkbox and select the desired enrollment date. Click on Save.
   

4. If you want to enroll the contact immediately, select the course and click Save.
   

5. To Schedule the enrollment, check the checkbox and select the desired enrollment date. Click on Save.
   

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Export

You can export your contacts into a CSV file using this option.

1. Click on Export.

2. Select the fields you want to export. You can also select custom fields.
   

3. Contacts will be exported immediately by default. To schedule the process, check the Schedule box and select a future date.
   

For more details on exporting contacts, click here.

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Run Workflow

You can enroll a contact into an existing Workflow using this option.

1. Click on Run Workflow.

2. Select the Workflow you want to run for this contact.
   

3. Check the Force Run box to override the Workflow settings and run the workflow immediately.

4. Click on Perform Run Workflow Action.

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Tag

You can add or remove existing tags to your contacts using this option.

1. Click on Tag.

2. Choose if you want to Add or Remove a Tag.
   

3. Select the Tag.
   

4. The tag will be added immediately by default. To Schedule the tagging process, check the Schedule box and select a future date.
   

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Unsubscribe Contacts

You can unsubscribe contacts from your workspace without deleting them permanently.

1. Click on Unsubscribe Contacts.

2. A new tab will display with a confirmation message.
   

3. Confirm this action by clicking Unsubscribe Contacts.

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